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KEY FUNCTIONALITY

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[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

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Artificial Intelligence – AI Tools & Services – Conquest Planning

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING

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Mortgage Practice Management Systems – Binder

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Client Engagement Tool: OnTrack

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Artificial Intelligence – AI Tools & Services – CodePan

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Artificial Intelligence – AI Tools & Services – Saturn

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Artificial Intelligence – AI Tools & Services – Recordsure

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Client Engagement Tool: Ammonite Goal Mapper

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Client Engagement Tool: Lumiant HALO

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OTHER PRACTICE AREAS:

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INSIGHTS:

Embedding Technology to automate Consumer Duty – July Forum Recap

by | 25th July 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed, 'Embedding Technology to automate Consumer Duty'... With COVID-19 limiting face-to-face client interactions, technology has become vital in maintaining business operations and enhancing client value. Speaker emphasised the efficiency and...
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CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

by | 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, Client Portals | 0 Comments

CLIENT PORTALS - CONQUEST PLANNING Website www.conquestplanning.com UK Contact Website conquestplanning.fidelity.co.uk  Email N/A HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details No Functionality View...
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Artificial Intelligence – AI Tools & Services – Conquest Planning

by | 23rd July 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Conquest Planning Website www.conquestplanning.com UK Contact Website conquestplanning.fidelity.co.uk  Email N/A KEY FUNCTIONALITYIntroduction Conquest Planning is a UK fintech company offering financial planning software for advisers. Their...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING

by | 23rd July 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

CONQUEST PLANNING Website www.conquestplanning.com UK Contact Website conquestplanning.fidelity.co.uk  Email N/A HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset growth rates Own...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Zocks

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - Zocks (Pre-Recorded)In their own words: Zocks is a privacy-first AI platform built specifically for Financial Advisors and Firms Zocks was officially launched in Feb 2024 after a 6 month private beta Zocks is...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Your Stake

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - Your Stake (Pre-Recorded)In their own words: Adviser Core is an AI-powered proposal generation tool for financial advisers that increases prospect-to-client win rates by 25% Extract data from any brokerage...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Unitifi

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - Unitifi (Pre-Recorded)In their own words: Unitifi helps understand what financial behaviors are and how they can be measured Unitifi can be used to improve the relationship between financial advisors and...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Responsive AI

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - Responsive (Pre-Recorded)In their own words: Responsive leverages AI to uncover and prioritise conversations in wealth, banking and insurance Responsive helps advisors to increase productivity and easily find...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – InterGen Data

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - InterGen Data (Pre-Recorded)In their own words: Revolutionary Predictive Power: Discover how InterGen Data's Predictive Attrition Model uses Life Events to help stop the bleeding: Analyze Book of Business and...
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ARTIFICIAL INTELLIGENCE IN FINANCIAL ADVICE (AIFA) Demo – Fintello

by | 19th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is AIFA?AIFA 2024 Disturbance Demo - Fintello (Pre-Recorded)In their own words: Growth is an aspiration for many financial advisors and practices Marketing plays a critical role in driving growth of new assets and clients. But most advisors find...
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